Discover and read the best of Twitter Threads about #LTI
Most recents (14)
#LTIM
LTI Mindtree merger creates a strong challenger in the Indian IT space with a $4.1 billion revenue run-rate as the combined entity has significant revenue synergies owing to the complementary nature of clients and service offerings.
LTI Mindtree merger creates a strong challenger in the Indian IT space with a $4.1 billion revenue run-rate as the combined entity has significant revenue synergies owing to the complementary nature of clients and service offerings.
LTI can benefit from Mindtree's strength in d experience layer of digital n addressing CMO budgets while d latter can benefit from d former’s strength in packaged applications
Overlap among key clients is minimal ensuring no turf wars.
Overlap among key clients is minimal ensuring no turf wars.
The LTI Mindtree merger would definitely be a new cylinder in the engine room here.
This could lead to the country’s next large-scale IT Services player.
This could lead to the country’s next large-scale IT Services player.
📊MAJOR IT STOCKS AND HIGH LEVEL DETAILS
A Thread 🧵
A Thread 🧵
📊TATA CONSULTANCY (#TCS)
💥Fundamentals: very good
💥Valuation: Expensive
💥Q1 FY23 result:
🏷Net Sales up 4.28% QoQ, Up 16.18% YoY
🏷Net profit down 4.51% QoQ, Up 5.22% YoY
💥Attrition Rate: 19.7%
💥Technicals: Slightly Bearish.
💥Below 50 day, 200 day moving average
💥Fundamentals: very good
💥Valuation: Expensive
💥Q1 FY23 result:
🏷Net Sales up 4.28% QoQ, Up 16.18% YoY
🏷Net profit down 4.51% QoQ, Up 5.22% YoY
💥Attrition Rate: 19.7%
💥Technicals: Slightly Bearish.
💥Below 50 day, 200 day moving average
📊INFOSYS LTD (#INFOSYS)
💥Fundamentals: very good
💥Valuation: Expensive
💥Q1 FY23 result:
🏷Net Sales up 6.8% QoQ, Up 23.57% YoY
🏷Net profit down 5.73% QoQ, Up 3.18% YoY
💥Attrition Rate: 28.4%
💥Technicals: Slightly Bearish.
💥Below 50 day, 200 day moving average
💥Fundamentals: very good
💥Valuation: Expensive
💥Q1 FY23 result:
🏷Net Sales up 6.8% QoQ, Up 23.57% YoY
🏷Net profit down 5.73% QoQ, Up 3.18% YoY
💥Attrition Rate: 28.4%
💥Technicals: Slightly Bearish.
💥Below 50 day, 200 day moving average
Detailed Study of Stocks that became 5X in past 2 Years
A Mega Thread🧵
Concepts :
Relative Strength
Stage Analysis
Retweet and Comment If you want a PDF
A Mega Thread🧵
Concepts :
Relative Strength
Stage Analysis
Retweet and Comment If you want a PDF
We have Got around 86 Stocks that became 5X in 2 years
These Belonged to various sectors and Groups
Excel Link for List of Stocks
docs.google.com/document/d/1J-…
( As on 30th March 2022)
[1/n]
These Belonged to various sectors and Groups
Excel Link for List of Stocks
docs.google.com/document/d/1J-…
( As on 30th March 2022)
[1/n]
All stocks had few things in common :
Stocks doubled Before entering into Stage 2 Uptrend
52 week RS was positive in stage 2
90% stocks even gave all time high breakout after Stage 2
60 Stocks had market cap less than 1000 Cr
Examples : OLECTRA , PGEL
[2/n]
Stocks doubled Before entering into Stage 2 Uptrend
52 week RS was positive in stage 2
90% stocks even gave all time high breakout after Stage 2
60 Stocks had market cap less than 1000 Cr
Examples : OLECTRA , PGEL
[2/n]
Larsen & Toubro Infotech Limited Q4 FY22 Earnings ConCall Summary
#LTI #LTIQ4 #LTInfotech #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵
#LTI #LTIQ4 #LTInfotech #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵
LTI said FY22 saw the company cross the $2 billion revenue milestone, by delivering its highest ever revenue growth this year. As for headcount, during Q4, LTI added 2,448 on a net basis and for FY22 it stood at 10,657. In 4Q22, attrition was 24% vs. 22.5% in 3Q on an LTM basis.
Q&A Insights: Vimal Gohil of @UnionBankTweets asked about weakness in cash flow generation in FY22 and outlook. Anil CFO said LTI had a strong cash flow conversion in 4Q22 at 97% vs. 70% in 3Q, mainly due to better working capital construct. LTI expects to continue in same range.
#OMG @honegger DAS IST KRASSER HASS :-( #10VOR10
LEUTSCENBACH @brenntr
#pmt läuft auf vollen touren @fedpolCH
LEUTSCENBACH @brenntr
#pmt läuft auf vollen touren @fedpolCH
@honegger @brenntr @fedpolCH nach @marko_kovic ist jetzt jolanda am drücker: de.wikipedia.org/wiki/Jolanda_S…
Detailed Study of Stocks that became 5X in past 2 Years
A Mega Thread🧵
Concepts :
Relative Strength
Stage Analysis
Retweet and Comment If you want to attend a live session on the same !
A Mega Thread🧵
Concepts :
Relative Strength
Stage Analysis
Retweet and Comment If you want to attend a live session on the same !
We have Got around 86 Stocks that became 5X in 2 years
These Belonged to various sectors and Groups
Excel Link for List of Stocks
docs.google.com/document/d/1J-…
1/n
These Belonged to various sectors and Groups
Excel Link for List of Stocks
docs.google.com/document/d/1J-…
1/n
All stocks had few things in common :
Stocks doubled Before entering into Stage 2 Uptrend
52 week RS was positive in stage 2
90% stocks even gave all time high breakout after Stage 2
60 Stocks had market cap less than 1000 Cr
Examples : OLECTRA , PGEL
2/n
Stocks doubled Before entering into Stage 2 Uptrend
52 week RS was positive in stage 2
90% stocks even gave all time high breakout after Stage 2
60 Stocks had market cap less than 1000 Cr
Examples : OLECTRA , PGEL
2/n
So the next co we are going to look at is Mindtree. It is now an L&T group co & L&T is already sitting on a hefty gain since taking it over. The #mindtree business positioning still gives you Mr. Soota's touch.
* Industries & Domains
Mindtree operates into many industries & domains but they have broadly categorized industries into 4 segments.
- RCPG
- BFSI
- Travel & Health
- Communication & Media
Very clear segmentation but this has happened after L&T took it over.
Mindtree operates into many industries & domains but they have broadly categorized industries into 4 segments.
- RCPG
- BFSI
- Travel & Health
- Communication & Media
Very clear segmentation but this has happened after L&T took it over.
* Services
4 Service Lines
- Customer Success
- Data & Intelligence
- Cloud
- Enterprise
Once again, very clear segmentation of services. No overload of information & not trying to convey that they do everything.
4 Service Lines
- Customer Success
- Data & Intelligence
- Cloud
- Enterprise
Once again, very clear segmentation of services. No overload of information & not trying to convey that they do everything.
So the 1st co we are going to discuss today is one of the most technologically/foundationally strong company that's founder led, 1st generation promoter led IT company - Persistent #PersistentSystems
Industries & Domains Served:
Banking, Financials, Insurance, Healthcare, Lifesciences, Industrial, Hi-Tech, Telecom, Media. Banking & Financials being a steady driver, while Lifesciences has been the alpha generator.
Banking, Financials, Insurance, Healthcare, Lifesciences, Industrial, Hi-Tech, Telecom, Media. Banking & Financials being a steady driver, while Lifesciences has been the alpha generator.
Services:
Digital -Design & Consulting
Business Intelligence - AI/ML, Data Stack, Data Integration
Product Engineering - Product, platform design & engineering
IDA - Identity & Access services, privacy management
cont..
Digital -Design & Consulting
Business Intelligence - AI/ML, Data Stack, Data Integration
Product Engineering - Product, platform design & engineering
IDA - Identity & Access services, privacy management
cont..
“Last Diwali to this Diwali: Summary of Momentum Investments/ Trades taken (#MostlyMomentum)!!”:
Introduction of my journey so far:
I started my #StockMarket journey Jul- 2016:
•During 2016-17, as a typical new investor, started with TV Tips, and IPOs,
Introduction of my journey so far:
I started my #StockMarket journey Jul- 2016:
•During 2016-17, as a typical new investor, started with TV Tips, and IPOs,
this (IPOs) helped in a way, best #DMART has still been the best of IPOs I applied for, got allotment, and kept for couple of months and captured fastest 282% of my #StockMarket journey.
• During 2017-18, decided not to go after TV Tips,
• During 2017-18, decided not to go after TV Tips,
and started doing something on my own including a little Option “BUYING” 12, lost some funds in Option Buying, but gained a lot of experience regarding not to so something you don’t know. Alongside this, also started exploring cash market strategies of buying what is going up and
A thread of now tech is changing gears in banking & financial domain.
The banking is undergoing a tremendous change with the adoption of the technology. The business that's mainly run by legacy systems is now digitally transforming.
The banking is undergoing a tremendous change with the adoption of the technology. The business that's mainly run by legacy systems is now digitally transforming.
However, there is a catch. There are companies that offer digital transformation solutions to the legacy systems. Companies such as #IntellectDesign
Then there are digitally native banks such as #Kakaobank that's fully digital since inception.
Then there are digitally native banks such as #Kakaobank that's fully digital since inception.
In fact, #kakaobank was build based on "technology to process" approach. While traditional banks struggle with "process to technology".
A lot of you requested me to post a thread on #LTTS. I did not find time, neither had motivation to do since it is a complex business to cover via something like Twitter thread or even a newsletter. Here I am posting only some abridged views.
I hold Both #LTI & #LTTS from IPO. I am an ex-LT/LTI so have a bit of sneak peak into company as well. Last 2+ years have been terribly bad for LTTS. Not because they did something wrong, but because of external factors.
ER&D space is a bit different than traditional IT. The revenue realization cycles are longer. Contracts are stickier but hard to come by as well. Unlike IT, ER&D is close to sectoral automation at frontline. IT plays role via software, but ER&D is much close to real automation
In next series of tweets, I will try to present a few key highlights on Indian Tech companies. Often I hear that people want to invest in US cuz India does not offer many product companies. It is mere illusion! Let's see where we go with this series
India started as IT outsourcing hub, grew in size, made lives of many. Remained predominantly services provider. It still is, but it is transforming too. Indian IT is no longer pure services provider.
IT companies usually build reusable software components that can be wrapped to make an accelerator - something that can accelerate a functionality implemented for a new customer. All major IT companies used to have high regards for accelerator building in the past.
Posting investment levels for a few good stocks. Not quite sure which levels we will get - totally depends on the market. But, one can add 25% of the planned quantity at each level. Define your risk first. 1/n
#Investing #Trendlines #Affle #Creditaccess #Dmart #Siemens
#Investing #Trendlines #Affle #Creditaccess #Dmart #Siemens
